Tax Season Recap & What’s Next for Startup Taxes

Tax can make or break your bottom line—especially in a shifting policy landscape. Watch as Carta’s tax experts debrief the 2025 tax season and help your startup stay ahead of what’s next.

We cover the common pitfalls startups faced this season, explain what potential tax changes could mean for your company, and explore how strategies like QSBS can play a critical role in founder tax savings and employee retention.

Agenda highlights:

The most common post-tax season mistakes startups are making
What to watch for in 2025 tax policy changes
How QSBS fits into long-term planning for founders and shareholders
Live Q&A with Carta’s tax experts

Whether you just wrapped your first tax season or are looking to sharpen your future planning, this recording will give you actionable insights to help protect your equity and maximize tax advantages.

Featuring

Scott Dolson

Partner
Frost Brown Todd

Anthony Cimino

Head of Policy
Carta

Holli Heiles Pandol

Senior Policy Counsel
Carta

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.